See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,244 | $118,849-67.8% | $96,562-60.4% | $167,490-77.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 15.45% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,538 | $3,120-50.7% | $2,356-34.7% | $4,837-68.2% |
| Participant deferral / active EE | $5,145 | $4,616+11.5% | $3,849+33.7% | $6,341-18.9% |
| Admin fee / account holder | $144 | $8,065-98.2% | $6,181-97.7% | $12,309-98.8% |